Configure appointments in Store Operations Assist

You can configure Virtual and In-store appointment types in Store Operations Assist. A virtual appointment is online between the customer and the retail associate or expert over Microsoft Teams (video/audio). An in-store appointment is offline between the customer and the retail associate or expert in the store.

Define appointment types

To define appointment types:  

  1. In the left navigation pane of Store Operations Assist, select Appointment types.  

  2. Select +New to create a new appointment type. The New appointment type window opens.  

    Screenshot shows how to create new appointment types.

  3. Enter appropriate details for the appointment and select Save.

Create appointment teams

You can create appointment teams to add users who can take an appointment with customers.

To create an appointment team:  

  1. In the left navigation pane of Store Operations Assist Admin, select Appointment teams.  

  2. Select +New to create a new appointment team. The New appointment team window opens.  

    Screenshot shows how to create new appointment teams.

  3. Enter appropriate details for the appointment team and select Add.